Over the latest trailing 12-month period, total return cagr is -1.17%. The comparable SPY value is +15.54%. Year-to-date total return is -12.36%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in LPLA
$118,666
(11.9x return)
Invested on Nov 18, 2010
Growth of $10,000 in SPY (S&P 500)
$84,177
(8.4x return)
Invested on Nov 18, 2010
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
-12.4%
1-Year Total Return
-1.2%
Current Dividend Yield
0.38%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (1.5%) | (1.2%) | +0.4% |
| 3 Years | +9.5% | +9.9% | +0.4% |
| 5 Years | +14.3% | +14.8% | +0.5% |
| 10 Years | +26.4% | +27.7% | +1.3% |
| 15 Years | +18.2% | +19.8% | +1.6% |
| 20 Years | N/A | N/A | N/A |
